bullish

NEC Corp

NEC (6701 JP): Generative AI Is the Spark, Not the Driver

479 Views16 Mar 2024 14:53
The shares are up 2.2X in the past year, but do not look overvalued. AI has sparked investor interest, but efficiency gains are driving profits. Allowing for consolidation, upside potential remains.
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Scott Foster
Senior Technology Analyst, Japanese Equities
LightStream Research
JapanInformation TechnologyEquity Bottom-UpThematic (Sector/Industry)
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